How do I search for appointment availabilities?
To search for available time slots, follow the steps below:
- Go to Appointment Book
- Click Find Appointment
- Search & Select a Client or click + to add a New Client
- Select a search Start Date or use the numbers to select # of weeks out to search
- Select a Visit Type (optional)
- Select a Worker - Service combination
- Click + to add additional services or X to removed added services
- Click Search
- Select a Time and Date from the list
- The best available appointments that start or end the day, precede or follow another appointment or fill a gap will have stars displayed in the search results.
- Enter any Appointment Notes
- Click Book
Helpful Tip: The number of appointments to display or whether to display Chronologically or by Best Available can be adjusted by going to Setup > Setup Appointments and Emails > Booking tab and updating the Maximum # of Availabilities or Display Availabilities and then click Save.
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